Precision

Title Text

Advice. It's the most precious service you can offer. With Precision's powerful fund and portfolio analysis tool, you can give your advice a more precise focus. Research Canadian mutual funds and ETFs and see the latest market data. Compare funds head-to-head. Then build portfolios, create and share custom reports and more.

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Advice. It's the most precious service you can offer. With Precision's powerful fund and portfolio analysis tool, you can give your advice a more precise focus. 

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Research Canadian Mutual Funds & ETFs

With thousands of investments at your fingertips, you can find, compare and analyze them using the latest market data.

  • Search investments using key words or fund attributes to deliver targeted results
  • Save and name searches for future reference
  • Get data for all available Mutual Funds and ETFs

Build Portfolios

Build portfolios for any investor profile. And that's just the beginning.

  • Create libraries of go-to funds and portfolios for quicker access
  • Allocate investment weights by percentages or dollar value
  • Dive into more data such as historical performance, risk, exposure and more

Compare investments and portfolios

When you paint a picture of fund and portfolio performance based on unbiased and up-to-date market data, you help empower your clients' decisions.

  • Compare investments and portfolios on one screen using key market data
  • See how investments perform against leading industry benchmarks
  • Adjust chart views in real time

Create and share customized and quick investment reports

Staying on the same page with clients is easier when they can see what you see.

  • Create a Quick Report with up to 10 funds in less than 60 seconds
  • Build robust detailed Custom Reports
  • Share reports and analyses based on customizable graph views
  • Personalize the reports you create with comments, advice, letters, and more